Build your goals

Our range of portfolios means your investment can fit you specifically: your goals, your timeline and how much risk you're comfortable with.

Our funds are in the EasyEquities app

A dotted path across a folded map, from a red dot to a cross

Investing is personal

That's why we keep people in the picture. Our investment team designs and oversees every portfolio, while tested, data-driven rules do the analysis.

We also want investing to be open to more people, and to help you learn along the way, whatever the markets are doing.

About us

Why choose EasyAssetManagement

Rules you can test

Our approach is data-driven and algorithmic: it can be tested objectively against historical data, rather than relying on gut feel.

Built to keep costs down

We combine low-cost, index-tracking ETFs with an active process driven by analysis of market data, instead of teams visiting companies.

A fund for every risk appetite

From conservative portfolios that aim for steady returns, to aggressive ones for investors willing to take more risk for the chance of higher returns.

A global approach

The same method works across markets: South Africa, the US, the UK, Europe, Asia and elsewhere.

You set the goal, we'll guide the way

Matched to your risk

Our algorithms build portfolios for conservative, moderate and aggressive investors.

Active and passive

We combine both, so portfolios stay on course and still respond to market conditions.

Built from building blocks

Each portfolio combines building blocks to deliver on a specific investment goal.

Explained as we go

Transparency and education are part of the process.

How we work

Our building blocks

Each block is driven by different risk factors, so combining them spreads your risk when one part of the market has a hard time.

Value

Companies trading below their fair value, found with measures like price-to-earnings and free cash flow yield.

Quality

Profitable companies with consistent earnings, weighted by their dividends.

Stability

Companies whose share prices move less, measured over one and three years.

Momentum

Companies with strong recent price performance and rising earnings or sales forecasts.

Invest the way that suits you

Our portfolios are available in tax-free savings accounts, retirement annuities and discretionary accounts on EasyEquities, and some in USD, EUR and GBP.

Find a fund by account

Find the fund that fits

Compare risk profiles, benchmarks and the accounts each fund is available in.

Browse our funds